Business Software for Microsoft Outlook

Levitate is a relationship marketing and client engagement platform built to help organizations communicate in a personal, authentic way. The platform brings together email marketing, social media scheduling, personalized texting, websites, handwritten cards, surveys, review generation, AI content assistance, and success specialist support. Users can send personal-feeling emails at scale, schedule industry-specific social posts, text contacts, build a stronger online presence, and generate more 5-star reviews. Levitate’s dedicated success specialists help with onboarding, strategy, and ongoing marketing guidance so teams do not have to manage engagement alone. Its Authentic Intelligence approach combines AI efficiency with human guidance to help users create genuine content quickly. The AI assistant can draft new emails or social posts, rewrite existing content, and adjust style for different audiences. Levitate is designed to help businesses stay connected with clients, donors, colleagues, referral sources, prospects, and volunteers. The platform integrates with everyday systems such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and other tools. By combining communication channels, AI, content support, review tools, and human strategy, Levitate helps relationship-driven organizations stay top of mind and grow through authentic outreach.

For business professionals seeking effective online meetings, we offer comprehensive solutions designed to meet all your requirements. Host online events seamlessly and impress your colleagues and clients with engaging, large-scale webinars. Our platform provides secure and user-friendly video meetings equipped with essential features that enhance productivity. PowWowNow customizes online meetings specifically to suit your needs, offering a range of video, web, and call options to optimize your meeting experiences. You can sign up for free and participate in UK conference calls without any fees! With our extensive resources at your disposal, you'll quickly become proficient in online meetings. Whether you need video conferencing, screen sharing, audio calls, or large virtual events, rest assured that we have everything you need. We believe that effective communication and collaboration are fundamental to the success of both business and personal relationships. Our mission is to simplify your meeting experiences, and our products are thoughtfully designed to reflect that commitment. We prioritize flexibility and support for employers, ensuring that they can adapt to the diverse needs of their teams while fostering a culture of collaboration.

Workativ is an AI Agent platform designed for HR and IT teams to deploy AI agents that answer employee questions — PTO, benefits, policy queries, password resets — and autonomously run onboarding, offboarding, 30/60/90 check-ins, performance cycles, hiring, access provisioning, compliance workflows, and more. So your team stops being buried in operations. Workativ’s core capabilities that help you superpower your support & operations • AI Agents that automate your support operations answering employee questions in 95+ languages and taking real action in HR and IT apps — checking live PTO balances, employee benefits, access issues, password resets, submitting leave requests, policy questions, updating records — without HR or IT involvement. Deploy AI in Slack, Microsoft Teams, and other channels. • AI Agents that run the most repeatable HR or IT processes and workflows autonomously for employee onboarding, offboarding, 30/60/90 check-ins, performance review cycles, benefits enrollment, license assignment, compliance training, expense claims, and more. Workativ integrates with Workday, UKG, ADP, BambooHR, Personio, Sage, Oracle HRSM, any HRIS, Okta, Azure AD, Office 365, ServiceNow, Jira Service Management, Freshservice, Slack, Microsoft Teams, SharePoint, Google Drive, Notion, Unily, and 100+ other tools. Supports 95+ languages. Deploy in days. No coding required. Workativ offers SOC 2 Type II, PII data protection, ISO 27001, GDPR, AI Security & Guardrails, HIPAA compliant, and 25+ security controls. Built for the HR & IT teams that need enterprise-grade security from day one. Get your free trial - sign up now.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Boon stands out as the premier software for employee referrals. This user-friendly platform empowers organizations to fully automate their referral programs, resulting in six times the number of referrals and doubling the speed of hires, all without extensive effort. Elevate your recruitment strategy with an engaging and genuine referral initiative that delivers reliable and scalable outcomes without requiring additional work. The system is designed to be both efficient and straightforward. It allows you to seamlessly pull job listings from your current career page and make updates, enabling you to maintain your existing workflows while we handle integration and automation. Your team will take pride in utilizing this engaging and user-friendly tool to submit high-quality referrals. Regardless of whether your staff works on-site or remotely, the streamlined referral process is readily accessible at any time, ensuring that you can tap into valuable talent effortlessly. With Boon, transforming your hiring process is not just possible; it’s a smooth experience that enhances your recruitment efforts.

A complete and innovative offer that automates your BtoB prospecting with ease All in One Everything you need to transform your suspects into qualified leads with ease. The Magileads solution offers a complete technological foundation that allows business teams to conduct customer and partner acquisition and retention campaigns simply and quickly. Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect

SleekFlow is an AI Suite for Revenue-Driving Conversations. SleekFlow brings every customer conversation under one roof. With support for WhatsApp, Instagram, Facebook Messenger, SMS, live chat, email, phone, and more, it gives revenue teams a single AI operating system to manage the full customer lifecycle — from the first touchpoint to long-term loyalty. Central to the platform is AgentFlow, SleekFlow's AI-driven go-to-market workforce. Unlike static chatbots, AgentFlow continuously learns from real interactions. Its self-healing knowledge base monitors conversation trends, flags information gaps automatically, and presents human-reviewable, one-click corrections — so your AI gets smarter without requiring constant manual upkeep. SleekFlow also functions as a built-in business intelligence layer, mining genuine customer dialogue to surface actionable insights that drive smarter decisions across sales, marketing, and support. With over 2,000 enterprise customers spanning 70+ countries, SleekFlow is a globally proven platform. Its headquarters are in Singapore, with regional offices across Hong Kong, Malaysia, Indonesia, Brazil, the UAE, the UK, and the US. The company has raised $23.5M from a distinguished investor group, including Tiger Global, Atinum Investment, AEF Greater Bay Area Fund (managed by Gobi Partners GBA and Transcend Capital Partners), Moses Tsang (former General Partner at Goldman Sachs and Chairman of Goldman Sachs Asia), and Mars Growth Capital. Learn more at sleekflow.io

iMeetify.com is an intuitive online platform designed to simplify scheduling and enhance productivity for individuals and teams alike. By seamlessly integrating with existing calendar systems, iMeetify facilitates effortless coordination of meetings and appointments. Its user-friendly interface offers customizable scheduling options, automated reminders, and real-time availability tracking, ensuring efficient time management. Ideal for professionals, businesses, and educational institutions, iMeetify.com empowers users to streamline their schedules and focus on what matters most.

Software that makes workflow at law firms structured, accurate and efficient. Iolite provides AI-based state of art technology integrated with EUIPO, UKIPO, USPTO, WIPO, India and other major IPOs which aids the Trademark portfolio managers to make their business flow process simple, swift, accurate, and efficient manner which in turn make their day to day process faster, easier, and eliminating the manual efforts to gain the better productivity. Iolite is an administrative software that manages Trademark portfolio managers' workflow. It includes correspondence, reminder alerts for renewals, hearing dates, due filing, and submissions to eliminate errors. Iolite is a user-friendly interface that makes the office of IP Attorneys and Advocates, Solicitors and Trademark Agents completely paperless.

Trusted by 200+ global industry leaders like Honda Cars, Colgate, AstraZeneca, Adani, etc. Volody CLM by Volody is an Agentic AI-powered Contract Lifecycle Management (CLM) platform built to revolutionize how your enterprise handles contracts. We are proud to be known as one of the most user-friendly and easy-to-use tools on the market, helping organizations achieve tangible results like an 84% reduction in contract turnaround time and a 70% boost in team productivity. Our flagship Agentic AI doesn't just assist—it acts. Imagine an AI that autonomously reviews contracts for risk, suggests clause improvements, triggers approval workflows, and ensures obligations are met without manual intervention. This is the future of contracting: less administrative burden, more strategic impact. With a powerful MS Word add-in and fast, no-code implementation, Volody gives you enterprise-grade power without the complexity. Key Capabilities: Agentic AI for Autonomous Contracting: Our AI acts on your behalf to review risk, optimize clauses, and track obligations, freeing up your teams for high-value strategic work. End-to-End Lifecycle Automation: Manage everything from request to renewal in one unified platform. Real-Time Business Intelligence: Transform static contract data into live, interactive dashboards. Seamless MS Word Add-In: Empower your teams to draft and collaborate with AI-powered suggestions directly inside the tool they already know and love. Fast Implementation & No-Code Customization: Get up and running in weeks, not months. Centralized Smart Repository: Securely store all contracts in one place with AI-powered search, automatic metadata tagging, version control, and complete audit trails for ultimate visibility and compliance.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Sembly is a web and mobile app that accompanies you on your Teams, Zoom, and Google Meet meetings, making meeting content available for review, search, and sharing. Share a part or the whole meeting with your team so everyone can get up-to-speed, even if they didn’t attend. Save time with summaries that Sembly generates automatically. Sembly is available in English across Web, iOS & Android mobile apps. The smartest AI meeting assistant that helps easily review & share meeting takeaways, meeting records and transcriptions. Turns your meetings into searchable text, highlights key discussion moments, creates notes and summaries. Use Sembly Team to unlock powerful AI analytics to help you and your team achieve more, while attending less! Sembly automatically syncs to your calendar to join and record all your scheduled meetings on all major conferences platforms. This reduces the need to take notes on-call. You can review what was said, search through all your meetings, and share key items with your team members or friends. You can review what was said at a particular meeting or search for it in all of your meetings. Designed for businesses of all sizes, Sembly is an AI-based meeting management solution!

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

With our cloud storage document management software and electronic content management solutions, we can help your business to streamline the workflow and securely organize and provide easy retrieval of all your documents. Let us show you how easy and efficient our document management software is! See it for yourself, Schedule a Free Demo today!

Anchor is tailored to meet the distinct billing requirements of service providers and is engineered to significantly enhance efficiency while conserving resources, time, and financial costs. As an accounts receivable automation platform, Anchor revolutionizes traditional billing methods by streamlining the entire process, transforming it from a cumbersome task into a smooth operation for both vendors and clients. To establish a fully autonomous billing system that effectively closes the cycle with impeccable accuracy, we realized that the journey must commence even before billing begins: at the agreement phase between the vendor and their client. The key innovation lies in converting the engagement letter into a dynamic tool that serves as a single source of truth for both parties. This approach eliminates the need for direct handling of payment details and collections, as clients only need to provide that information once, making the process efficient and hassle-free. Ultimately, this not only simplifies operations but also fosters better communication and trust between vendors and clients.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

Seatti is the leading desk sharing software in the DACH region for enterprises that work hybrid and use MS-Teams. With Seatti, teams spend more time in the same (physical) location, and companies get more value from their offices. Our Teams app enables employees to quickly book desks, rooms, and parking spaces with just a few clicks, with no extra training required. Our Microsoft 365 integration ensures easy implementation. Customizable multi-level administrability, alongside Azure-AD, Exchange and Outlook integrations mean that Seatti can be rolled out for global tenants while being administered locally. Get more from hybrid work. Get Seatti.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

Enhance your meeting experience with AeriCast, making it more enjoyable and straightforward. Wirelessly mirror your screen without dealing with cumbersome cables or adapters, allowing for seamless collaboration among both local and remote participants, all while ensuring that your data remains secure and encrypted. Expand the potential of your screens by showcasing room schedules, calendars, announcements, dashboard KPIs, weather updates, news, and more through AeriCast's integration applications, effectively turning your displays into dynamic digital signage. Managing a multitude of screens is a breeze with AeriCast, as your administrative team can effortlessly deploy various apps and layouts while controlling different screens according to specific security requirements, all centralized in one user-friendly interface. This comprehensive solution not only simplifies management but also enhances communication and information sharing across your organization.

Rolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs.

Automate the tedious work of business development so that you can concentrate on PWin-enhancing activities. NextStage is your one-stop shop to find market intelligence, task order management and capture as well as proposal workflows. SAM.gov, FPDS and GovWin allow you to search for government contract opportunities. GSA eBuy, GovWin and CIO-SP3 allow you to manage government contract vehicle task orders. In one click, you can add opportunities to your pipeline. Saved searches allow you to be notified about new opportunities. Capture without the use of spreadsheets, slide decks or manual data entry. Keep track of key data points regarding your opportunity. NextStage syncs with Sam.gov and eBuy to provide you with key data points about your opportunity. Shipley-ready pipeline, opportunity management, and more built for your workflow. Effective communication between BD, proposal and executive teams from one place. A timeline of key milestones should be created. Develop revenue projections for GovCon. You can create a custom dashboard to track the metrics that matter.

friendlyway Visitor Management is a cloud-based solution that automates the full visitor lifecycle – from invitations and pre-registration to self-service check-in, badging, and checkout. It connects with self-service kiosks or tablets so visitors can register themselves, scan a QR code or ID, capture a photo, and instantly receive a printed badge or access card. The system supports different visitor categories (guests, contractors, employees, temp workers, event attendees) and can be deployed across a single site or multiple locations. Organizations can configure tailored workflows for each visitor type, including pre-visit questionnaires, NDAs and other agreements, safety briefings, knowledge checks, and e-signatures to meet internal policies and regulatory requirements. Online and onsite registration forms, omnichannel invitations and notifications, and multi-language support help standardize the process and deliver a consistent branded experience. Reception and security teams benefit from real-time dashboards that show who is expected, who is on-site, and when visitors have checked out. The solution integrates with physical access control systems, Microsoft 365/Outlook, calendars, and other enterprise tools to enable host notifications, visit approvals, and automated access provisioning. Built on the friendlyway Cloud Platform, the visitor management module can be combined with digital signage, wayfinding, and workforce management capabilities to support broader on-site experience and security use cases.

CatchApp Bookings is a simple scheduling tool for professionals and businesses. It saves you time, on average, 5 hours per week. Your clients can book appointments online through your own Bookings page. Powerful 2-way sync to all major calendars, including Google, Microsoft, Apple, and Apple. You can create unlimited booking pages for clients that offer different services, locations, availability, and other features. You can accept appointments from anywhere on your website or social media. You can set flexible availability options for different products and services. This allows you to specify when you are available for each product or service. Automated reminders sent to you and your clients, reducing no-shows.

Automated Email Manager automates repetitive tasks associated with your inbound emails and attachments. This can save you valuable time and energy. It monitors your email box and automatically detects new messages. It then applies the specified action(s), such as copying or moving emails, saving emails in PDF, replying to emails, and saving them in PDF. Add page number and/or stamps with date, time, and any other information. Automatic Email Manager offers many actions. These actions include printing, converting in pdf, extracting emails, notifying in Slack, ...,, and replying to emails. These actions can be grouped together and applied to an account. It is incredibly easy to use.